+496.1%
PLTR vs DOCS
-54.0%
+550.1%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.7% | -4.3% | -5.4% | -8.1% |
| 7D | -21.1% | -1.3% | -19.8% | -20.7% |
| 30D | -19.3% | +19.4% | -38.7% | -24.7% |
| 3M | -2.2% | +53.4% | -55.6% | -18.6% |
| 6M | +14.0% | +28.8% | -14.7% | -0.3% |
| YTD | -12.8% | -25.1% | +12.3% | -7.1% |
| 1Y | -17.5% | -48.1% | +30.6% | +0.7% |
| 3Y | +720.5% | +51.4% | +669.1% | +431.0% |
| 5Y | +496.1% | -51.1% | +547.2% | +451.4% |
| All | +496.1% | -54.0% | +550.1% | +451.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded DOCS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling